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Category: Saving & Budgeting

An elderly couple with glasses smiles at a toddler wearing a graduation cap. The child is near a jar of coins and a rolled-up diploma tied with a red ribbon.
  • College Planning, Financial Planning, Saving & Budgeting
5 min read

Why College Planning Is a Core Part of Any Financial Plan 

Celebrating as a family member graduates from high school and attends college is the culmination of years of hard work and a joyous event. Paying for college, however, remains a significant source of stress for many households.
A diverse group of eight smiling professionals, both men and women, standing indoors in a well-lit office environment.
  • Financial Planning, Saving & Budgeting
9 min read

5 Reasons Your “Middle Years” Are Different, and What That Means for Your Finances

If you’re just starting out, financial advice is easy to find. Fast forward to nearing 60 and thinking about wrapping up your career, and suddenly just about every financial pitch you’ll hear screams “retirement.”
Illustration of two people tilting a large watering can to nourish a tree growing between two rocky cliffs under a clear blue sky.
  • Current & Economic Events, Saving & Budgeting
7 min read

So What’s Your Plan?

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things we need to buy. News headlines about possible economic turmoil ahead are making it a confusing time to consider major financial decisions. Add to this the lingering stresses of the pandemic, the health of loved ones, and a job situation – and it makes for a pretty unsettling time.
Photo by Jason Briscoe on Unsplash
  • Saving & Budgeting, Young Investors
9 min read

Ready to Buy Your First Home? Here’s What You Need to Know

Being a first-time homebuyer isn’t quite as easy as it looks—especially if you’re a young professional with a budding family, an emerging career, perhaps some student loans or consumer debt to tackle, and an ever-growing list of financial priorities vying for your paycheck.
A woman with curly hair and glasses, wearing a white blouse and pink blazer, stands in front of a whiteboard covered in notes and diagrams, smiling at the camera.
  • Saving & Budgeting, Young Investors
7 min read

Cash Flow Planning for the Young Professional Who Wants It All

Remember being a kid and thinking, “I can’t wait to grow up and do whatever I want?” Well, it’s safe to say if you’re reading this, you’ve arrived. Now you are the personal CEO of your own life. You get to call the shots. You decide what’s important, what happens next, when, in what order, and why. But, naturally, many of your decisions will be dependent upon available cash flow, which is why cash flow planning should really be at the heart of all the important decisions you make.
Pattern of colorful smiley faces with various expressions, on a white background. Some smileys have the word "HAPPY !!!" written near them.
  • Financial Planning, My Money & Me, Saving & Budgeting
8 min read

Make 2022 Your Happy Money Year

The past two years have subjected us all to unprecedented levels of stress and strain, both financial and otherwise. Over half of the respondents to a recent online survey of nearly 3,000 adults by NextAdvisor felt somewhat-to-very anxious about their finances. Curiously, these responses were given in spite of recent strong stock market performance and in the midst of one of the most robust hiring environments of the past decade.
A weathered wooden sign with the word "Retired" hangs at an angle on a rustic green door with peeling paint.
  • My Money & Me, Retirement Planning, Saving & Budgeting
4 min read

Do You Want to Own Your Future? Here’s How.
A couple sitting on a sailboat, smiling, with the ocean and a partly cloudy sky in the background.
  • Financial Planning, My Money & Me, Saving & Budgeting
6 min read

Financial Planning Should Be About Your Life, Not Just About Your Retirement
A hand drops a coin into a jar labeled "Retirement" filled with coins. An old-fashioned alarm clock and stacks of coins sit next to the jar on a table, with a blurred green background.
  • Financial Planning, Retirement Planning, Saving & Budgeting
7 min read

Four Keys To Retirement Security

"They went to work every day and built a life for themselves, put money away in a savings plan and paid their taxes. And then they got divorced or hurt on the job or sick or widowed or just plain unlucky — and found themselves in the same boat as millions of Americans who are now approaching retirement with most of the financial props knocked out from under them."
A gold and black griffin logo with the text "Griffin Black" on the right side.
  • Saving & Budgeting
1 min read

End of Year Tax Tips – Part 2
A group of seven people sit around a table, each engaged with smartphones or tablets. They are in a brightly lit room with large windows in the background. Various cups are on the table.
  • Saving & Budgeting
5 min read

Savings FOMO
A couple walks arm-in-arm along a shaded riverside path with a stone bridge in the background.
  • Saving & Budgeting
13 min read

Why It’s So Hard to Save – And What You Can Do About It
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